Brian serves as Senior Regional Director for the East Region, bringing over a decade of financial services experience to the region.
Prior to joining RiverFront in January of 2012, Brian served as Practice Management Consultant for Janney Montgomery Scott, focusing on advisor business development and best practices implementation. Brian also worked in the Janney Montgomery Scott Wealth Management Department as a Regional Managed Account Consultant. Brian’s primary focus for Janney Wealth Management was promoting the firm’s advisory platform, including separately managed accounts, unified managed accounts, and wrap programs. Prior to working at Janney, Brian served as Regional Consultant at Placemark Investments, promoting the Placemark unified managed account platform in the Northeast Region. Brian has also served as a regional sales specialist at Pioneer Investments early in his career.
Brian earned a BA in Business Economics from Merrimack College. Brian also holds the Accredited Wealth Management Advisor (AWMA) designation from the College for Financial Planning.